Skip to main content
Required Custom Fields

Set custom fields as required when creating deals, budgets, and more.

Updated over a week ago

Setting a custom field as required is only available on the Ultimate plan.

When creating custom fields, certain types of custom fields can be set as required. Those include:

  • Budgets

  • Bookings

  • Deals

  • Companies

1) To set a custom field as required, head over to Settings > Custom fields:

2) Select the custom field you wish to update or create a new one.
โ€‹

3) Toggle on the "Set as a required field" option and save your changes.
โ€‹

Now if you try and create a new budget without the required custom field entered, a "Can't be blank" error will appear.

Did this answer your question?